Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 18, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.
Jun 18, 2025
Full time
We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Jun 18, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Jun 18, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Senior New Business Sales Specialist - FinTech Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets.
Jun 18, 2025
Full time
Senior New Business Sales Specialist - FinTech Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets.
Wealthify: Head of Finance (Maternity Cover), FTC 15 Months Who We Are Wealthify is a fast-growing fintech scale-up with a mission to transform wealth management. Subsidiary of Aviva, and based in Cardiff, we are looking for an outstanding Head of Finance (maternity cover) to manage and develop our Finance function to support our profitable growth. The Role We are looking for a Head of Finance (maternity cover) to lead our Finance function. This role is pivotal in ensuring strong financial governance, forecasting, reporting, analysis and regulatory compliance, with a focus on enabling profitable growth. The ideal candidate will bring extensive experience in the financial services sector and a proven ability to manage complex financial operations. Key Responsibilities Oversee and own all aspects of financial reporting, payroll, budgeting, forecasting, and performance monitoring. Build, lead, and mentor a high-performing finance team, promoting a culture of integrity and accountability. Partner with the CEO and senior leadership team on commercial and strategic decision-making Present regular financial performance updates to the senior leadership team, Aviva team and Wealthify Board Ensure robust treasury, cashflow, and capital management practices. Work closely with the Data team to develop financial models to support cost management, unit economics analysis and pricing strategy Drive process automation and implementation of financial systems and controls. Ensure full compliance with regulatory requirements, especially those of the FCA Manage audit processes with external partners Oversee risk management policies and internal controls. Required experience & Qualifications ACA/ACCA/CIMA qualified or equivalent. Commercially sharp, with strong modelling, forecasting, and analytical skills. Strong knowledge of financial services regulations and compliance requirements (ideally including ICARA) Experience with regulatory reporting (e.g. MIFIDPRU). Excellent financial modelling, analytical, and strategic planning skills. Proficiency in financial systems (e.g. Sage, Xero, Anaplan). Excellent stakeholder communication skills What We're Looking For Attention to detail and a high level of accuracy, ability to work in a fast-paced environment, prioritise tasks, and meet deadlines. Strong commercial acumen with the ability to challenge and support business decisions. Forward-thinking, dynamic, and adaptable, with a passion for developing new ideas Personable and proactive with excellent communication experience, with the ability to explain complex financial data clearly Experience working with the FCA or other relevant regulatory bodies. What We Offer Salary: £70,000 - £80,000 (depending on experience) 24 days' holiday plus bank holidays Hybrid and flexible working options Annual target bonus of 20% of salary, based on company and individual performance Private medical insurance Death in service cover (three times salary) Income protection insurance Company pension plan (up to 6% matching) Social events and activities Free onsite gym Free parking nearby
Jun 17, 2025
Full time
Wealthify: Head of Finance (Maternity Cover), FTC 15 Months Who We Are Wealthify is a fast-growing fintech scale-up with a mission to transform wealth management. Subsidiary of Aviva, and based in Cardiff, we are looking for an outstanding Head of Finance (maternity cover) to manage and develop our Finance function to support our profitable growth. The Role We are looking for a Head of Finance (maternity cover) to lead our Finance function. This role is pivotal in ensuring strong financial governance, forecasting, reporting, analysis and regulatory compliance, with a focus on enabling profitable growth. The ideal candidate will bring extensive experience in the financial services sector and a proven ability to manage complex financial operations. Key Responsibilities Oversee and own all aspects of financial reporting, payroll, budgeting, forecasting, and performance monitoring. Build, lead, and mentor a high-performing finance team, promoting a culture of integrity and accountability. Partner with the CEO and senior leadership team on commercial and strategic decision-making Present regular financial performance updates to the senior leadership team, Aviva team and Wealthify Board Ensure robust treasury, cashflow, and capital management practices. Work closely with the Data team to develop financial models to support cost management, unit economics analysis and pricing strategy Drive process automation and implementation of financial systems and controls. Ensure full compliance with regulatory requirements, especially those of the FCA Manage audit processes with external partners Oversee risk management policies and internal controls. Required experience & Qualifications ACA/ACCA/CIMA qualified or equivalent. Commercially sharp, with strong modelling, forecasting, and analytical skills. Strong knowledge of financial services regulations and compliance requirements (ideally including ICARA) Experience with regulatory reporting (e.g. MIFIDPRU). Excellent financial modelling, analytical, and strategic planning skills. Proficiency in financial systems (e.g. Sage, Xero, Anaplan). Excellent stakeholder communication skills What We're Looking For Attention to detail and a high level of accuracy, ability to work in a fast-paced environment, prioritise tasks, and meet deadlines. Strong commercial acumen with the ability to challenge and support business decisions. Forward-thinking, dynamic, and adaptable, with a passion for developing new ideas Personable and proactive with excellent communication experience, with the ability to explain complex financial data clearly Experience working with the FCA or other relevant regulatory bodies. What We Offer Salary: £70,000 - £80,000 (depending on experience) 24 days' holiday plus bank holidays Hybrid and flexible working options Annual target bonus of 20% of salary, based on company and individual performance Private medical insurance Death in service cover (three times salary) Income protection insurance Company pension plan (up to 6% matching) Social events and activities Free onsite gym Free parking nearby
Company Description AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents. Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network. We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world. As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us. To learn more visit . Job Description & Overview The Head of Data Engineering & Analytics will lead the development and execution of AlTi's enterprise data engineering strategy, enabling the capture, transformation, storage and delivery of high-quality data across the firm's global wealth, investment, corporate and asset management functions. This leader will architect and scale data engineering capabilities to support real-time and batch integration, reporting, and advanced analytics. This role reports to the CTO and will be a key member of the Global Technology Solutions leadership team. In this hands-on leadership role, you will work at the intersection of data engineering, business intelligence, data science, strategy and governance. The ideal candidate will combine deep technical expertise in cloud data platforms and integration tools with strong experience implementing scalable data pipelines, robust data models, data visualization platforms and governance frameworks. This is a pivotal role in AlTi's shift toward becoming a data-driven organization, with significant influence over our platform architecture, data quality standards, and analytics solutions. It will partner closely with both technology teams and business stakeholders. Job Responsibilities Develop and lead a high-performing global data engineering team, championing excellence in data timeliness, integrity, infrastructure scalability, and operational efficiency. Lead the design, development, and support of scalable data pipelines and architectures that support applications, business intelligence and data science to assist with decision making in our advisory wealth, investment, corporate and operations functions. Own the strategy, architecture, platform and solutions responsible for the end-to-end data acquisition, transformation, storage and delivery, including ETL/ELT, integration and cloud database solutions. Lead the integration of data across disparate systems using iPaaS platforms to ensure timely and accurate data flow across key business platforms including Addepar, NetSuite, Salesforce, and other external and internal applications. Manage cloud-based data infrastructure on platforms such as Azure, Amazon Web Services, or Google Cloud Platform, with focus on cost optimization, stability, scalability, and performance. Collaborate with business analytics and data science teams to ensure data environments are optimized for downstream consumption, including modeling, visualization, and machine learning. Champion the use of data analytics, reporting, and business intelligence tools to support decision-making, performance tracking, and regulatory needs across corporate functions. Implement and maintain robust data models across key domains using best practices in dimensional modeling, normalization, and semantic layering. Standardize data acquisition, onboarding, ingestion, transformation and distribution frameworks globally to optimize scalability, open architecture and delivery speed. Support the implementation of data governance frameworks, partnering with internal stakeholders to design and implement tools for data lineage tracking, data quality monitoring, and metadata cataloguing. Drive adoption of common standards for data access, tagging, and classification in alignment with regulatory compliance, risk, sovereignty and privacy obligations. Ensure solutions adhere to internal governance standards, including information security, data privacy, compliance, and change control procedures Design and manage cloud-based data platforms to support both transactional and analytical workloads, ensuring optimized performance for structured, unstructured and time-series data. Implement storage and query strategies tailored to workload types-using row-based storage for high-frequency transactional operations and columnar formats for efficient large-scale analytical querying. Support DevOps practices including CI/CD, infrastructure-as-code, automated testing, release and version control and system observability for data pipelines. Establish metrics and KPIs and identify and deploy tools to measure data pipeline health, data quality, timeliness and accuracy, team performance, cost-effectiveness, and business impact. Actively mentor and grow talent within the team while fostering a collaborative and outcome-driven culture. Engage directly with technology and business stakeholders to gather requirements, identify pain points, and translate them into detailed user stories and functional specifications. Manage data platform vendor relationships with procurement and oversee platform integration efforts, ensuring systems work cohesively within the broader business architecture and future state vision Prioritize and refine the product backlog based on business value, risk, and technical feasibility, coordinating agile delivery activities including sprint planning and user acceptance testing. Work in close partnership with the wealth technology, information security, corporate technology, infrastructure teams and business management teams to ensure architectural alignment, shared services integration, and holistic platform delivery. Track progress against goals across owned workstreams and team deliverables, proactively identify and resolve blockers risks, and dependencies, and communicate updates to stakeholders in a clear and actionable manner. Support testing, rollout, adoption and change management activities across all initiatives Qualifications 12+ years of technical hands-on experience in data engineering, data integration, or data architecture roles, including at least three years in a leadership position. Proven ability to lead and develop high-performing data teams, with a strong emphasis on professional growth, mentorship, retention, and creating a culture of continuous learning and technical excellence. Financial services experiences, ideally within wealth or asset management and associated data sets and applications. Proven experience designing and implementing cloud-native data platforms supporting analytics, business intelligence, and data science workloads including tools like and Microsoft Power BI, Tableau and Plotly. Strong hands-on experience with iPaaS platforms (e.g., Workato, Celigo, Boomi, MuleSoft), particularly in mid-market enterprise integration scenarios. Deep experience with the design, development, implementation and support of cloud-native data platforms such as Snowflake, Azure SQL Database, Databricks, Microsoft Fabric or Azure Synapse Analytics. Demonstrated success implementing data governance programs with tools like Collibra, Alation, Microsoft Purview, or Informatica, including projects around lineage, cataloging, and quality rules. Strong hands-on development experience in SQL and Python, with working knowledge of Spark or other distributed data processing frameworks. Design, development and implementation of distributed data solutions using API and microservice-based architecture. Deep understanding of ETL/ELT architecture, streaming, and event-driven processing; familiarity with tools like dbt, Airflow, Kafka, or equivalents. Familiarity with mid-sized firm tech stacks, especially in financial services, including systems such as NetSuite, Salesforce, Addepar, Experience with Atlassian Jira or Microsoft DevOps and associated development, CI/CD and release control frameworks. Experience supporting data science and analytics teams with curated datasets, feature engineering, and model deployment infrastructure. Knowledge of regulatory and security requirements around data in financial services, including GDPR, data retention, encryption, and access control. Excellent communication and collaboration skills with a strong ability to translate technical concepts into business value. Track record of success delivering outcomes in both waterfall and agile environments with distributed teams across time zones. NOTE: This role could be in our Lisbon or London offices We're building something meaningful at AlTi-and we're looking for those who want to help shape it. If you're excited by the opportunity to work across a dynamic global platform and influence enterprise-wide technology transformation . click apply for full job details
Jun 17, 2025
Full time
Company Description AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents. Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network. We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world. As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us. To learn more visit . Job Description & Overview The Head of Data Engineering & Analytics will lead the development and execution of AlTi's enterprise data engineering strategy, enabling the capture, transformation, storage and delivery of high-quality data across the firm's global wealth, investment, corporate and asset management functions. This leader will architect and scale data engineering capabilities to support real-time and batch integration, reporting, and advanced analytics. This role reports to the CTO and will be a key member of the Global Technology Solutions leadership team. In this hands-on leadership role, you will work at the intersection of data engineering, business intelligence, data science, strategy and governance. The ideal candidate will combine deep technical expertise in cloud data platforms and integration tools with strong experience implementing scalable data pipelines, robust data models, data visualization platforms and governance frameworks. This is a pivotal role in AlTi's shift toward becoming a data-driven organization, with significant influence over our platform architecture, data quality standards, and analytics solutions. It will partner closely with both technology teams and business stakeholders. Job Responsibilities Develop and lead a high-performing global data engineering team, championing excellence in data timeliness, integrity, infrastructure scalability, and operational efficiency. Lead the design, development, and support of scalable data pipelines and architectures that support applications, business intelligence and data science to assist with decision making in our advisory wealth, investment, corporate and operations functions. Own the strategy, architecture, platform and solutions responsible for the end-to-end data acquisition, transformation, storage and delivery, including ETL/ELT, integration and cloud database solutions. Lead the integration of data across disparate systems using iPaaS platforms to ensure timely and accurate data flow across key business platforms including Addepar, NetSuite, Salesforce, and other external and internal applications. Manage cloud-based data infrastructure on platforms such as Azure, Amazon Web Services, or Google Cloud Platform, with focus on cost optimization, stability, scalability, and performance. Collaborate with business analytics and data science teams to ensure data environments are optimized for downstream consumption, including modeling, visualization, and machine learning. Champion the use of data analytics, reporting, and business intelligence tools to support decision-making, performance tracking, and regulatory needs across corporate functions. Implement and maintain robust data models across key domains using best practices in dimensional modeling, normalization, and semantic layering. Standardize data acquisition, onboarding, ingestion, transformation and distribution frameworks globally to optimize scalability, open architecture and delivery speed. Support the implementation of data governance frameworks, partnering with internal stakeholders to design and implement tools for data lineage tracking, data quality monitoring, and metadata cataloguing. Drive adoption of common standards for data access, tagging, and classification in alignment with regulatory compliance, risk, sovereignty and privacy obligations. Ensure solutions adhere to internal governance standards, including information security, data privacy, compliance, and change control procedures Design and manage cloud-based data platforms to support both transactional and analytical workloads, ensuring optimized performance for structured, unstructured and time-series data. Implement storage and query strategies tailored to workload types-using row-based storage for high-frequency transactional operations and columnar formats for efficient large-scale analytical querying. Support DevOps practices including CI/CD, infrastructure-as-code, automated testing, release and version control and system observability for data pipelines. Establish metrics and KPIs and identify and deploy tools to measure data pipeline health, data quality, timeliness and accuracy, team performance, cost-effectiveness, and business impact. Actively mentor and grow talent within the team while fostering a collaborative and outcome-driven culture. Engage directly with technology and business stakeholders to gather requirements, identify pain points, and translate them into detailed user stories and functional specifications. Manage data platform vendor relationships with procurement and oversee platform integration efforts, ensuring systems work cohesively within the broader business architecture and future state vision Prioritize and refine the product backlog based on business value, risk, and technical feasibility, coordinating agile delivery activities including sprint planning and user acceptance testing. Work in close partnership with the wealth technology, information security, corporate technology, infrastructure teams and business management teams to ensure architectural alignment, shared services integration, and holistic platform delivery. Track progress against goals across owned workstreams and team deliverables, proactively identify and resolve blockers risks, and dependencies, and communicate updates to stakeholders in a clear and actionable manner. Support testing, rollout, adoption and change management activities across all initiatives Qualifications 12+ years of technical hands-on experience in data engineering, data integration, or data architecture roles, including at least three years in a leadership position. Proven ability to lead and develop high-performing data teams, with a strong emphasis on professional growth, mentorship, retention, and creating a culture of continuous learning and technical excellence. Financial services experiences, ideally within wealth or asset management and associated data sets and applications. Proven experience designing and implementing cloud-native data platforms supporting analytics, business intelligence, and data science workloads including tools like and Microsoft Power BI, Tableau and Plotly. Strong hands-on experience with iPaaS platforms (e.g., Workato, Celigo, Boomi, MuleSoft), particularly in mid-market enterprise integration scenarios. Deep experience with the design, development, implementation and support of cloud-native data platforms such as Snowflake, Azure SQL Database, Databricks, Microsoft Fabric or Azure Synapse Analytics. Demonstrated success implementing data governance programs with tools like Collibra, Alation, Microsoft Purview, or Informatica, including projects around lineage, cataloging, and quality rules. Strong hands-on development experience in SQL and Python, with working knowledge of Spark or other distributed data processing frameworks. Design, development and implementation of distributed data solutions using API and microservice-based architecture. Deep understanding of ETL/ELT architecture, streaming, and event-driven processing; familiarity with tools like dbt, Airflow, Kafka, or equivalents. Familiarity with mid-sized firm tech stacks, especially in financial services, including systems such as NetSuite, Salesforce, Addepar, Experience with Atlassian Jira or Microsoft DevOps and associated development, CI/CD and release control frameworks. Experience supporting data science and analytics teams with curated datasets, feature engineering, and model deployment infrastructure. Knowledge of regulatory and security requirements around data in financial services, including GDPR, data retention, encryption, and access control. Excellent communication and collaboration skills with a strong ability to translate technical concepts into business value. Track record of success delivering outcomes in both waterfall and agile environments with distributed teams across time zones. NOTE: This role could be in our Lisbon or London offices We're building something meaningful at AlTi-and we're looking for those who want to help shape it. If you're excited by the opportunity to work across a dynamic global platform and influence enterprise-wide technology transformation . click apply for full job details
Begin Your Career as a Financial Planning Trainee with deVere Group in Milan Who We Are deVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining direct exposure to high-net-worth clients and the financial planning strategies that drive their success. About the Opportunity This fully-funded, entry-level programme is designed to equip you with the skills, knowledge, and experience required to become a successful Financial Advisor. Combining academic training, practical experience, and close mentoring, this role is ideal for ambitious individuals eager to establish a career in the international financial services sector. Relocation to Milan is required, and this role is perfect for those who are motivated to immerse themselves in a fast-paced, dynamic environment while working with some of the most experienced advisors in the industry. What We're Looking For Work Experience : Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory. Client-Facing Interaction : At least 2 years of experience working directly with clients; phone-based communication skills are an advantage. Adaptability : A solutions-oriented mindset with a passion for personal and professional growth. Ambition and Resilience : The drive to excel in a competitive environment and a desire to progress into financial advisory roles. Why This Programme is Exceptional This opportunity offers direct mentorship from two senior Financial Advisors with extensive expertise in wealth management. You'll gain access to cutting-edge tools, bespoke training, and insight into international markets, setting you on a clear path to becoming a top-tier financial planner. Your Recruitment Journey Initial Screening Call - Head of Global Recruitment. Follow-up Call - Regional Director, Italy. Final Interview - 4-day online assessment programme. Join Us in Milan If you are ready to commit to a demanding yet rewarding career, relocate to Milan, and learn from the best in the industry, we encourage you to apply today. Your future in financial planning starts with deVere Group. Apply now.
Jun 17, 2025
Full time
Begin Your Career as a Financial Planning Trainee with deVere Group in Milan Who We Are deVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining direct exposure to high-net-worth clients and the financial planning strategies that drive their success. About the Opportunity This fully-funded, entry-level programme is designed to equip you with the skills, knowledge, and experience required to become a successful Financial Advisor. Combining academic training, practical experience, and close mentoring, this role is ideal for ambitious individuals eager to establish a career in the international financial services sector. Relocation to Milan is required, and this role is perfect for those who are motivated to immerse themselves in a fast-paced, dynamic environment while working with some of the most experienced advisors in the industry. What We're Looking For Work Experience : Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory. Client-Facing Interaction : At least 2 years of experience working directly with clients; phone-based communication skills are an advantage. Adaptability : A solutions-oriented mindset with a passion for personal and professional growth. Ambition and Resilience : The drive to excel in a competitive environment and a desire to progress into financial advisory roles. Why This Programme is Exceptional This opportunity offers direct mentorship from two senior Financial Advisors with extensive expertise in wealth management. You'll gain access to cutting-edge tools, bespoke training, and insight into international markets, setting you on a clear path to becoming a top-tier financial planner. Your Recruitment Journey Initial Screening Call - Head of Global Recruitment. Follow-up Call - Regional Director, Italy. Final Interview - 4-day online assessment programme. Join Us in Milan If you are ready to commit to a demanding yet rewarding career, relocate to Milan, and learn from the best in the industry, we encourage you to apply today. Your future in financial planning starts with deVere Group. Apply now.
Role Overview: Our Sport and Inclusion Tutor will lead, deliver and develop our intervention programmes, focusing on mentoring young people accessing our Tackle LIFE and Be You programmes. They will bring a wealth of teaching or youth work to our charity and use this experience to support some of the county s most vulnerable young people. A normal week would include tutoring, sports delivery, and activities such as rock climbing and canoeing. It will also involve project management, as well as classroom coaching such as leadership and communication activities and working with the wider Foundation team to grow our reach in the local community. The Person: It is important to us at Blues Foundation that we bring the right people into our environment. The successful candidate must be able to demonstrate an ability to actively and consistently exhibit the new Blues Family values; Passion, Adaptability, Unity, Sustainability and Enjoyment. Working within a fast-paced and agile charity, the post holder will need to think on their feet, effectively prioritise their workload, and attack challenges head on. Applicants should have a strong work ethic and can-do attitude. Responsibilities: - Lead the delivery and design of our education and intervention programmes Tackle LIFE and Be You, focusing on personal development, as well as physical and mental wellbeing. - Create and deliver a range of high quality and engaging sports sessions and workshops for all ages, both classroom and practical activities, following structured curriculum appropriate content written by Blues Foundation. - Have a strong understanding and experience with young people on a range of levels. Delivery will engage young people with some behavioral and/or emotional challenges, as well as some special educational needs and disabilities (SEND). - Project manage elements of our programmes, planning and preparing for each session, including liaising and negotiating with internal and external partners. - Provide CPD to team members, supporting their understanding of delivery to a range of audiences. - Practice high standards of health and safety and safeguarding, and understand the protocols and procedures needed to provide a safe and inclusive session. - Proactively seek opportunities to grow their area of work and drive income into the charity through services. - Responsible for data collection and report in all projects associated to their delivery programmes, including weekly report writing to schools. - Work with our Education Manager and lead Blues Foundation holiday camps, providing high quality coaching and provision. - Promote Blues Foundation at local events and play a key role within our fundraising initiatives, providing valuable support during events and campaigns to drive donations to our charity, this includes matchday activities where appropriate. - The successful candidate should also understand the relationship with Bedford Blues RFC and Blues Foundation. - Carry out other duties for Blues Foundation as and when required by management, not limited to the above. Responsible to: - The Sport and Inclusion Tutor will report to our Education Manager. The role will be based at various locations around Bedford and surrounding areas, therefore the ability to travel is essential. Essential skills and experience: - Experience in mentoring young people with a range of needs and managing complex behaviour issues. - Experience of delivering inclusive sporting activities to children with a range of disabilities ranging from mild to complex. - Experience of delivering sport in Primary, Middle and Secondary School environments. - Experience in delivering a wide variety of high-quality classroom and practical based activities, as well as flexibility to adapt to the needs and challenges presented by the variety of young people. - Experience and ability to communicate professionally across different levels including young people, school and college professionals, funders, and other key partners. - Ability to deliver to a high standard and to the values of Blues Foundation, as well as an ability to contribute to wider work and impact of Blues Foundation. - Ability to work and deliver in a team environment, as well as individually. The successful candidate should be motivated, demonstrate a positive attitude towards the work of the Foundation. - Understanding and/or experience in the education sector, secondary experience is desirable. - Ability to develop strong relationships with colleagues and learners. Qualifications: - Degree or equivalent level qualification desirable but not essential. - QTS, PGCE or other teaching qualifications would be desirable. - Level 2 coaching award or equivalent experience. - Full and clean driving license. - Valid Emergency First Aid and Safeguarding qualifications desirable. - Sector relevant qualifications are desirable. Benefits: - Access to continuous training and qualifications. - Progression opportunities for the right person. - Staff discount at Bedford Blues shop. - 25 days holiday plus bank holidays (pro-rata). - Additional day off for your birthday! Blues Foundation are an equal opportunities employer, we will consider any reasonable adjustments under the terms of the Equality Act (2010) to enable an applicant with a disability (as defined under the Act) to meet the requirements of the post. Blues Foundation may make adjustments or changes to the job description, role or grading at their discretion and will be communicated with the post holder appropriately. The role will be subject to an enhanced Disclosure and Barring Service check. A full and clean driving license is essential for this role.
Jun 17, 2025
Full time
Role Overview: Our Sport and Inclusion Tutor will lead, deliver and develop our intervention programmes, focusing on mentoring young people accessing our Tackle LIFE and Be You programmes. They will bring a wealth of teaching or youth work to our charity and use this experience to support some of the county s most vulnerable young people. A normal week would include tutoring, sports delivery, and activities such as rock climbing and canoeing. It will also involve project management, as well as classroom coaching such as leadership and communication activities and working with the wider Foundation team to grow our reach in the local community. The Person: It is important to us at Blues Foundation that we bring the right people into our environment. The successful candidate must be able to demonstrate an ability to actively and consistently exhibit the new Blues Family values; Passion, Adaptability, Unity, Sustainability and Enjoyment. Working within a fast-paced and agile charity, the post holder will need to think on their feet, effectively prioritise their workload, and attack challenges head on. Applicants should have a strong work ethic and can-do attitude. Responsibilities: - Lead the delivery and design of our education and intervention programmes Tackle LIFE and Be You, focusing on personal development, as well as physical and mental wellbeing. - Create and deliver a range of high quality and engaging sports sessions and workshops for all ages, both classroom and practical activities, following structured curriculum appropriate content written by Blues Foundation. - Have a strong understanding and experience with young people on a range of levels. Delivery will engage young people with some behavioral and/or emotional challenges, as well as some special educational needs and disabilities (SEND). - Project manage elements of our programmes, planning and preparing for each session, including liaising and negotiating with internal and external partners. - Provide CPD to team members, supporting their understanding of delivery to a range of audiences. - Practice high standards of health and safety and safeguarding, and understand the protocols and procedures needed to provide a safe and inclusive session. - Proactively seek opportunities to grow their area of work and drive income into the charity through services. - Responsible for data collection and report in all projects associated to their delivery programmes, including weekly report writing to schools. - Work with our Education Manager and lead Blues Foundation holiday camps, providing high quality coaching and provision. - Promote Blues Foundation at local events and play a key role within our fundraising initiatives, providing valuable support during events and campaigns to drive donations to our charity, this includes matchday activities where appropriate. - The successful candidate should also understand the relationship with Bedford Blues RFC and Blues Foundation. - Carry out other duties for Blues Foundation as and when required by management, not limited to the above. Responsible to: - The Sport and Inclusion Tutor will report to our Education Manager. The role will be based at various locations around Bedford and surrounding areas, therefore the ability to travel is essential. Essential skills and experience: - Experience in mentoring young people with a range of needs and managing complex behaviour issues. - Experience of delivering inclusive sporting activities to children with a range of disabilities ranging from mild to complex. - Experience of delivering sport in Primary, Middle and Secondary School environments. - Experience in delivering a wide variety of high-quality classroom and practical based activities, as well as flexibility to adapt to the needs and challenges presented by the variety of young people. - Experience and ability to communicate professionally across different levels including young people, school and college professionals, funders, and other key partners. - Ability to deliver to a high standard and to the values of Blues Foundation, as well as an ability to contribute to wider work and impact of Blues Foundation. - Ability to work and deliver in a team environment, as well as individually. The successful candidate should be motivated, demonstrate a positive attitude towards the work of the Foundation. - Understanding and/or experience in the education sector, secondary experience is desirable. - Ability to develop strong relationships with colleagues and learners. Qualifications: - Degree or equivalent level qualification desirable but not essential. - QTS, PGCE or other teaching qualifications would be desirable. - Level 2 coaching award or equivalent experience. - Full and clean driving license. - Valid Emergency First Aid and Safeguarding qualifications desirable. - Sector relevant qualifications are desirable. Benefits: - Access to continuous training and qualifications. - Progression opportunities for the right person. - Staff discount at Bedford Blues shop. - 25 days holiday plus bank holidays (pro-rata). - Additional day off for your birthday! Blues Foundation are an equal opportunities employer, we will consider any reasonable adjustments under the terms of the Equality Act (2010) to enable an applicant with a disability (as defined under the Act) to meet the requirements of the post. Blues Foundation may make adjustments or changes to the job description, role or grading at their discretion and will be communicated with the post holder appropriately. The role will be subject to an enhanced Disclosure and Barring Service check. A full and clean driving license is essential for this role.
We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.
Jun 17, 2025
Full time
We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.
Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets. To Apply Please submit your CV, ensuring it clearly articulates your direct sales experience within FinTech/Financial Services SaaS. We encourage you to detail the specific solutions you have sold, your target market, and crucially, the typical deal sizes you have successfully closed, providing concrete examples that showcase your suitability for this role. Applications that clearly tell the story of your sales achievements will be highly valued.
Jun 17, 2025
Full time
Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets. To Apply Please submit your CV, ensuring it clearly articulates your direct sales experience within FinTech/Financial Services SaaS. We encourage you to detail the specific solutions you have sold, your target market, and crucially, the typical deal sizes you have successfully closed, providing concrete examples that showcase your suitability for this role. Applications that clearly tell the story of your sales achievements will be highly valued.
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jun 17, 2025
Full time
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Ambition is collaborating with a growing, multi-office, privately-owned accounting firm seeking an Audit RI for their London office. Reporting directly to the National Head of Audit, you will play a key role in expanding the audit portfolio through business development. Given the nature of this role, it is essential that you have a proven track record of winning new clients and enjoy this aspect of the job. This firm is one of the fastest-growing in the Top 100, and you will be integral to the growth of the audit team in the London office. Responsibilities Provide expert knowledge, advice, and guidance to clients, acting as the main point of contact and maintaining strong relationships. Lead the planning, execution, and completion of all audit engagements in the North region. Ensure all work delivered is of consistently high quality, with thorough and clear documentation of audit findings. Review and approve audit plans, working papers, and reports, ensuring all feedback is communicated to team members. Ensure compliance with ethical standards and regulatory requirements across all team deliverables. Mentor and develop Audit team members through regular reviews, on-the-job training, and study support. Support and lead senior team members in training and developing the wider Accounts team, managing workflow, and handling day-to-day managerial tasks. Ensure billing and cash flow targets are met and educate the team on the importance of these targets. Proactively lead the sourcing and acquisition of new business leads to contribute to the growth of the audit practice. Participate in marketing and networking opportunities to promote the firm's services. Identify client opportunities related to other specialist areas of the business, such as Tax, Wealth, and Funding. Lead tenders and client-facing presentations. Identify and manage audit risks, implementing effective mitigation strategies as needed. Continuously improve audit methodologies and practices to ensure compliance and excellence. Actively work on promoting your own brand and the firm's brand. Requirements ACA ICAEW, ICAS or ACCA qualified with substantial experience in a practice environment Must hold RI status and be registered with the FRC. Previous experience working as an external audit Partner or Audit Director Strong technical expertise in FRS102 and IFRS/SORP Proven skills in client management and business development. Demonstrated experience in managing and leading audit teams. . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 16, 2025
Full time
Ambition is collaborating with a growing, multi-office, privately-owned accounting firm seeking an Audit RI for their London office. Reporting directly to the National Head of Audit, you will play a key role in expanding the audit portfolio through business development. Given the nature of this role, it is essential that you have a proven track record of winning new clients and enjoy this aspect of the job. This firm is one of the fastest-growing in the Top 100, and you will be integral to the growth of the audit team in the London office. Responsibilities Provide expert knowledge, advice, and guidance to clients, acting as the main point of contact and maintaining strong relationships. Lead the planning, execution, and completion of all audit engagements in the North region. Ensure all work delivered is of consistently high quality, with thorough and clear documentation of audit findings. Review and approve audit plans, working papers, and reports, ensuring all feedback is communicated to team members. Ensure compliance with ethical standards and regulatory requirements across all team deliverables. Mentor and develop Audit team members through regular reviews, on-the-job training, and study support. Support and lead senior team members in training and developing the wider Accounts team, managing workflow, and handling day-to-day managerial tasks. Ensure billing and cash flow targets are met and educate the team on the importance of these targets. Proactively lead the sourcing and acquisition of new business leads to contribute to the growth of the audit practice. Participate in marketing and networking opportunities to promote the firm's services. Identify client opportunities related to other specialist areas of the business, such as Tax, Wealth, and Funding. Lead tenders and client-facing presentations. Identify and manage audit risks, implementing effective mitigation strategies as needed. Continuously improve audit methodologies and practices to ensure compliance and excellence. Actively work on promoting your own brand and the firm's brand. Requirements ACA ICAEW, ICAS or ACCA qualified with substantial experience in a practice environment Must hold RI status and be registered with the FRC. Previous experience working as an external audit Partner or Audit Director Strong technical expertise in FRS102 and IFRS/SORP Proven skills in client management and business development. Demonstrated experience in managing and leading audit teams. . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
About Moneybox Moneybox is the award-winning app that helps you turn your money into something greater. We've brought saving, investing, home-buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point. Job Brief Accurate financial information is paramount in ensuring Moneybox operates efficiently and profitably. Our Head of Corporate Reporting & Financial Operations will be an authority in their field, possessing exceptional technical knowledge. In addition to being a financial reporting expert they will have a deep understanding of financial operations, with a demonstrable background of delivering and assisting with large transformation projects. Working closely with other functions, they will embed best in class financial controls governance as well as developing financial literacy across the business. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following: Corporate Reporting Manage the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements. Reviewing changes in accounting standards, regulations, and best practices, and assess their impact on the organization Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls Financial Operation Provide strategic management and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax Optimise financial operations to drive efficiency, reduce costs, and improve working capital management Oversee the selection, implementation, and management of financial systems and technologies Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements Who you are Focus on team; providing strong direction and fostering a culture of excellence, collaboration, and continuous improvement Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders. Considered an expert in your field and a leader amongst your team and peers Exceptional analytical, problem-solving, and decision-making skills Experience and Skills Chartered accountant with a minimum of 5 years post qualified experience, preference for experience across both practice and industry Experience in the financial services or fintech is highly preferred. Additionally, experience of an IPO or working in a listed business is desirable In-depth knowledge of UK GAAP, IFRS, and other relevant accounting standards and regulatory requirements Demonstrated ability to manage complex financial functions, drive process improvements, and implement effective financial controls. Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Wellhub subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service. At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.
Jun 16, 2025
Full time
About Moneybox Moneybox is the award-winning app that helps you turn your money into something greater. We've brought saving, investing, home-buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point. Job Brief Accurate financial information is paramount in ensuring Moneybox operates efficiently and profitably. Our Head of Corporate Reporting & Financial Operations will be an authority in their field, possessing exceptional technical knowledge. In addition to being a financial reporting expert they will have a deep understanding of financial operations, with a demonstrable background of delivering and assisting with large transformation projects. Working closely with other functions, they will embed best in class financial controls governance as well as developing financial literacy across the business. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following: Corporate Reporting Manage the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements. Reviewing changes in accounting standards, regulations, and best practices, and assess their impact on the organization Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls Financial Operation Provide strategic management and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax Optimise financial operations to drive efficiency, reduce costs, and improve working capital management Oversee the selection, implementation, and management of financial systems and technologies Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements Who you are Focus on team; providing strong direction and fostering a culture of excellence, collaboration, and continuous improvement Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders. Considered an expert in your field and a leader amongst your team and peers Exceptional analytical, problem-solving, and decision-making skills Experience and Skills Chartered accountant with a minimum of 5 years post qualified experience, preference for experience across both practice and industry Experience in the financial services or fintech is highly preferred. Additionally, experience of an IPO or working in a listed business is desirable In-depth knowledge of UK GAAP, IFRS, and other relevant accounting standards and regulatory requirements Demonstrated ability to manage complex financial functions, drive process improvements, and implement effective financial controls. Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Wellhub subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service. At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.
Location: MMM Headquarters, HSK, London Workplace Type: Hybrid About the role Mail Metro Media is seeking a Commercial Strategy Manager, Commerce to join our growing Commercial team. This role will be responsible for developing and executing strategies that drive commerce revenue growth - including partnerships, affiliate programs, shoppable content initiatives, and new monetisation opportunities - to strengthen our market position. The role requires collaboration with cross-functional teams to deliver key commerce objectives and drive innovation across the business. Main Responsibilities Strategic Planning and Execution Develop and implement commercial commerce strategies that drive revenue and profitability. Identify, assess, and launch new commerce opportunities, including new affiliate partnerships, shoppable content formats, and performance marketing initiatives. Conduct thorough market research, competitor analysis, and audience insights to inform strategy development and enhance commercial decision-making. Monitor and analyse key performance indicators (KPIs) to evaluate the success of commerce initiatives and recommend optimisations. Identify and proactively mitigate risks and challenges associated with commerce strategies. Collaborate closely with Product, Editorial, Audience, Data, and Sales teams to align initiatives with overall business goals and customer needs. Partnership Development Manage and nurture relationships with affiliate networks, technology providers, retailers, and e-commerce platforms. Evaluate and onboard new commerce partners and platforms to expand Mail Metro Media's commercial ecosystem. Negotiate commercial terms, service levels, and revenue-sharing agreements with partners. Stakeholder Management Collate data and insights to develop compelling strategic recommendations for senior leadership. Present regular updates on the progress of key commerce initiatives and surface risks and opportunities in a timely manner. Develop business cases to support new initiatives, clearly articulating value propositions and revenue forecasts. Work collaboratively with global teams to ensure commerce priorities are consistent across markets. Team Leadership & Development Promote operational excellence by optimising workflows, meetings, and cross-team processes. Encourage a culture of innovation, accountability, and knowledge sharing. Document and share best practices and learnings to upskill teams across the business. Person Specification 4-5 years' experience in commercial strategy, e-commerce, or strategy consulting. Strong understanding of affiliate marketing, e-commerce ecosystems, and digital media monetisation. Proven track record of delivering commerce-driven revenue growth and operational improvements. Excellent analytical and quantitative skills; creative problem solver with high attention to detail. Strong communication skills, capable of distilling complex information for senior leadership audiences. Exceptional organisational skills, with an ability to juggle multiple priorities and work independently under tight deadlines. Ability to build strong working relationships across business units and leadership levels. Experience in media, technology, e-commerce, or a related industry preferred. About Mail Metro Media Mail Metro Media is the advertising home of some of the UK's most engaged newsbrands: Daily Mail, The Mail on Sunday, MailOnline, Metro, The i Paper, New Scientist and The Telegraph (print products). The team provides a single point of contact across print, digital, audio, video and social, allowing agencies and advertisers easy access to the millions of consumers who engage with dmg media's brands every day. Leadership At the helm of Mail Metro Media are Chief Revenue Officer, Dom Williams, who is responsible for all advertising revenue across our far-reaching portfolio and Executive Director, Digital, Hannah Buitekant, who is responsible for digital operations, data, and indirect revenue. Dom and Hannah are supported by an extensive senior leadership team that boasts a wealth of specialist media knowledge and decades of industry experience. Why work for Mail Metro Media? Not only will you be a part of the biggest media organisation in the UK, but you'll work somewhere that's dedicated to people and culture. Our people are a top priority - whether that's supporting mental health, being Disability Confident, accommodating parenthood, providing fitness classes, driving diversity and inclusion, flexibility, or anything else, it matters to us. Many of our team members work flexibly, in many different ways, including flexible hours or an element of working from home. Please talk to us during your interview about any flexibility you may need - we can usually find a way to make work work for you! Here are some of the top reasons our people love working for us: Collaborate and innovate with the best people in media on a daily basis Work in an award-winning team in the fast-paced world of news and entertainment Get support in reaching your professional goals through webinars, workshops, mentorship and more Get personal support through mental wellbeing, volunteering time off, our menopause policies, a working parents group, our EDI Champions network, and more Comprehensive benefits including medical and dental insurance, childcare schemes, a huge range of discounts, enhanced pension contributions and more A lively, friendly office complete with a free gym, subsidised canteen and doctor's surgery (London only) Package Description Our benefits package increases the longer you've been with us. Here's what to expect: 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee contribution, 3% Company contribution. Life cover under the Pension Plan 4x your basic salary. DMGT Discounts (for discounts on online shopping, vouchers and reloadable cards) Subsidised canteen Onsite gym (Northcliffe House only) Onsite nurse and GP clinics (Northcliffe House only) Our Employee Assistance Programme Discounted dining cards Plus many other benefits . Our Commitment We are committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, or disability.
Jun 16, 2025
Full time
Location: MMM Headquarters, HSK, London Workplace Type: Hybrid About the role Mail Metro Media is seeking a Commercial Strategy Manager, Commerce to join our growing Commercial team. This role will be responsible for developing and executing strategies that drive commerce revenue growth - including partnerships, affiliate programs, shoppable content initiatives, and new monetisation opportunities - to strengthen our market position. The role requires collaboration with cross-functional teams to deliver key commerce objectives and drive innovation across the business. Main Responsibilities Strategic Planning and Execution Develop and implement commercial commerce strategies that drive revenue and profitability. Identify, assess, and launch new commerce opportunities, including new affiliate partnerships, shoppable content formats, and performance marketing initiatives. Conduct thorough market research, competitor analysis, and audience insights to inform strategy development and enhance commercial decision-making. Monitor and analyse key performance indicators (KPIs) to evaluate the success of commerce initiatives and recommend optimisations. Identify and proactively mitigate risks and challenges associated with commerce strategies. Collaborate closely with Product, Editorial, Audience, Data, and Sales teams to align initiatives with overall business goals and customer needs. Partnership Development Manage and nurture relationships with affiliate networks, technology providers, retailers, and e-commerce platforms. Evaluate and onboard new commerce partners and platforms to expand Mail Metro Media's commercial ecosystem. Negotiate commercial terms, service levels, and revenue-sharing agreements with partners. Stakeholder Management Collate data and insights to develop compelling strategic recommendations for senior leadership. Present regular updates on the progress of key commerce initiatives and surface risks and opportunities in a timely manner. Develop business cases to support new initiatives, clearly articulating value propositions and revenue forecasts. Work collaboratively with global teams to ensure commerce priorities are consistent across markets. Team Leadership & Development Promote operational excellence by optimising workflows, meetings, and cross-team processes. Encourage a culture of innovation, accountability, and knowledge sharing. Document and share best practices and learnings to upskill teams across the business. Person Specification 4-5 years' experience in commercial strategy, e-commerce, or strategy consulting. Strong understanding of affiliate marketing, e-commerce ecosystems, and digital media monetisation. Proven track record of delivering commerce-driven revenue growth and operational improvements. Excellent analytical and quantitative skills; creative problem solver with high attention to detail. Strong communication skills, capable of distilling complex information for senior leadership audiences. Exceptional organisational skills, with an ability to juggle multiple priorities and work independently under tight deadlines. Ability to build strong working relationships across business units and leadership levels. Experience in media, technology, e-commerce, or a related industry preferred. About Mail Metro Media Mail Metro Media is the advertising home of some of the UK's most engaged newsbrands: Daily Mail, The Mail on Sunday, MailOnline, Metro, The i Paper, New Scientist and The Telegraph (print products). The team provides a single point of contact across print, digital, audio, video and social, allowing agencies and advertisers easy access to the millions of consumers who engage with dmg media's brands every day. Leadership At the helm of Mail Metro Media are Chief Revenue Officer, Dom Williams, who is responsible for all advertising revenue across our far-reaching portfolio and Executive Director, Digital, Hannah Buitekant, who is responsible for digital operations, data, and indirect revenue. Dom and Hannah are supported by an extensive senior leadership team that boasts a wealth of specialist media knowledge and decades of industry experience. Why work for Mail Metro Media? Not only will you be a part of the biggest media organisation in the UK, but you'll work somewhere that's dedicated to people and culture. Our people are a top priority - whether that's supporting mental health, being Disability Confident, accommodating parenthood, providing fitness classes, driving diversity and inclusion, flexibility, or anything else, it matters to us. Many of our team members work flexibly, in many different ways, including flexible hours or an element of working from home. Please talk to us during your interview about any flexibility you may need - we can usually find a way to make work work for you! Here are some of the top reasons our people love working for us: Collaborate and innovate with the best people in media on a daily basis Work in an award-winning team in the fast-paced world of news and entertainment Get support in reaching your professional goals through webinars, workshops, mentorship and more Get personal support through mental wellbeing, volunteering time off, our menopause policies, a working parents group, our EDI Champions network, and more Comprehensive benefits including medical and dental insurance, childcare schemes, a huge range of discounts, enhanced pension contributions and more A lively, friendly office complete with a free gym, subsidised canteen and doctor's surgery (London only) Package Description Our benefits package increases the longer you've been with us. Here's what to expect: 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee contribution, 3% Company contribution. Life cover under the Pension Plan 4x your basic salary. DMGT Discounts (for discounts on online shopping, vouchers and reloadable cards) Subsidised canteen Onsite gym (Northcliffe House only) Onsite nurse and GP clinics (Northcliffe House only) Our Employee Assistance Programme Discounted dining cards Plus many other benefits . Our Commitment We are committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, or disability.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 16, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Select how often (in days) to receive an alert: Head of English Location: London, ENG, GB Date: 13 Feb 2025 Application closing date: Interviews will be conducted on a rolling basis Inspired Education is the leading global group of premium schools, with a portfolio of 118 premium private schools spanning 6 continents which utilise proven educational practices from every corner of the globe, ensuring over 90,000 students receive a world-class learning experience from Kindergarten to Year 13. In 27 countries, Inspired schools are individually developed and anchored in the vibrant cultures of their respective locations. They collectively form an international family of schools that nurtures each student's academic and personal development in a progressive, dynamic, and innovative learning environment. By joining our award-winning team of over 13,000 employees, you can work in state-of-the-art facilities alongside industry-renowned educators and leaders in some of the world's most desirable locations. We invest heavily in our team members who enjoy industry-leading professional development, exceptional career opportunities, and mobility across our group. ROLE SUMMARY: Wetherby Senior School was founded in 2015. There are approximately 450 boys on roll, all of whom study at least one language for 5 years and we regularly add at least 0.5 of a grade Value Added at both IGCSE and A Level. Our students achieve grades that allow them to gain places at top UK universities such as; Cambridge, LSE, Imperial, Durham and UCL and universities aboard such as the University of Chicago, UPenn, Bocconi in Milan and the IE Business School Madrid. The School was founded to offer a progressive education in the heart of London. The School's focus on providing an all-round education means that high standards are expected of the boys in all areas of school life. The School provides the boys with a broad educational experience, which includes Philosophy and Thinking Skills in the curriculum, to ensure that they are able to think critically and to problem solve but also to ensure they can be creative and collaborative in their approach, so that they develop a sense of social responsibility and respect for others. Our skilled staff, who have a wealth of experience, are preparing to send our pupils to leading universities in the UK, the US and elsewhere. At Wetherby Senior School we seek to employ highly professional teachers with the ability and commitment to enhance the life of the School and to work effectively and collaboratively with all members of the School community to further establish and develop the School. Our emphasis on educating the whole boy means that all members of staff are expected to contribute to the pastoral care of a group of students as a Form Tutor as well as contributing to the School's co-curricular activities. The post represents an exciting opportunity for a leader with the necessary vision and ambition to drive forward a flourishing English Department to the next stage of its development at the School, and in turn help offer a first rate academic education for boys in this core academic discipline. As Head of English at Wetherby Senior you will have the opportunity to lead a team of specialists and to develop the teaching of English in interesting and innovative ways. The post would suit an existing Head of Department or an ambitious Teacher looking to move into a management role and with a track-record of leadership. Teaching staff at Wetherby Senior School have experience of teaching in both the maintained and independent sectors and colleagues looking to move into independent education are warmly encouraged to apply. KEY RESPONSIBILITIES: Oversee the English curriculum, ensuring high standards in teaching, assessment, and resource development. Monitor and refine schemes of work, assessment methods, and academic progress tracking. Stay updated on subject developments and foster a spirit of academic inquiry among staff and students. Lead enrichment activities, including competitions, trips, and extracurricular programmes. Provide induction, support, and professional development for department staff. Observe lessons, give constructive feedback, and ensure effective classroom management. Promote teamwork by delegating tasks and fostering a collaborative department culture. Pupil Progress & Support: Maintain high academic standards, track student progress, and implement interventions where necessary. Support pupils with SEND needs, university applications (including Oxbridge & international options), and subject choices. Encourage a love for English and provide opportunities for enrichment beyond the classroom. Department Administration: Manage departmental policies, budgets, and inspections, ensuring readiness for reviews. Organise and document departmental meetings, reports, and external communications. Oversee textbooks, teaching spaces, and maintain the department's online presence. THE IDEAL CANDIDATE WILL HAVE: The ability to inspire others and lead by example. Outstanding subject knowledge, academic qualifications and be able to communicate their enthusiasm. The ability to deliver dynamic and effective lessons to the full ability range of pupils at the School. Some experience of successful management of or within an academic department. Highly effective communication skills for dealing with all members of the School community. A commitment to pastoral care and the welfare and safeguarding of pupils. Interests and abilities that can enhance the School's co-curricular programme. Excellent inter-personal skills. Excellent administrative, organisational and IT skills. The ability to teach English to A Level A standard. We are planning to introduce A Level English Language from September 2025, so experience of this curriculum would be an advantage (but is not a necessity). SAFEGUARDING STATEMENT: Inspired Education Group is committed to safeguarding and promoting the welfare of children and young people and expects all staff, volunteers and other third parties to share this commitment. Safer recruitment practices and pre-employment background checks will be undertaken before any appointment is confirmed.
Jun 15, 2025
Full time
Select how often (in days) to receive an alert: Head of English Location: London, ENG, GB Date: 13 Feb 2025 Application closing date: Interviews will be conducted on a rolling basis Inspired Education is the leading global group of premium schools, with a portfolio of 118 premium private schools spanning 6 continents which utilise proven educational practices from every corner of the globe, ensuring over 90,000 students receive a world-class learning experience from Kindergarten to Year 13. In 27 countries, Inspired schools are individually developed and anchored in the vibrant cultures of their respective locations. They collectively form an international family of schools that nurtures each student's academic and personal development in a progressive, dynamic, and innovative learning environment. By joining our award-winning team of over 13,000 employees, you can work in state-of-the-art facilities alongside industry-renowned educators and leaders in some of the world's most desirable locations. We invest heavily in our team members who enjoy industry-leading professional development, exceptional career opportunities, and mobility across our group. ROLE SUMMARY: Wetherby Senior School was founded in 2015. There are approximately 450 boys on roll, all of whom study at least one language for 5 years and we regularly add at least 0.5 of a grade Value Added at both IGCSE and A Level. Our students achieve grades that allow them to gain places at top UK universities such as; Cambridge, LSE, Imperial, Durham and UCL and universities aboard such as the University of Chicago, UPenn, Bocconi in Milan and the IE Business School Madrid. The School was founded to offer a progressive education in the heart of London. The School's focus on providing an all-round education means that high standards are expected of the boys in all areas of school life. The School provides the boys with a broad educational experience, which includes Philosophy and Thinking Skills in the curriculum, to ensure that they are able to think critically and to problem solve but also to ensure they can be creative and collaborative in their approach, so that they develop a sense of social responsibility and respect for others. Our skilled staff, who have a wealth of experience, are preparing to send our pupils to leading universities in the UK, the US and elsewhere. At Wetherby Senior School we seek to employ highly professional teachers with the ability and commitment to enhance the life of the School and to work effectively and collaboratively with all members of the School community to further establish and develop the School. Our emphasis on educating the whole boy means that all members of staff are expected to contribute to the pastoral care of a group of students as a Form Tutor as well as contributing to the School's co-curricular activities. The post represents an exciting opportunity for a leader with the necessary vision and ambition to drive forward a flourishing English Department to the next stage of its development at the School, and in turn help offer a first rate academic education for boys in this core academic discipline. As Head of English at Wetherby Senior you will have the opportunity to lead a team of specialists and to develop the teaching of English in interesting and innovative ways. The post would suit an existing Head of Department or an ambitious Teacher looking to move into a management role and with a track-record of leadership. Teaching staff at Wetherby Senior School have experience of teaching in both the maintained and independent sectors and colleagues looking to move into independent education are warmly encouraged to apply. KEY RESPONSIBILITIES: Oversee the English curriculum, ensuring high standards in teaching, assessment, and resource development. Monitor and refine schemes of work, assessment methods, and academic progress tracking. Stay updated on subject developments and foster a spirit of academic inquiry among staff and students. Lead enrichment activities, including competitions, trips, and extracurricular programmes. Provide induction, support, and professional development for department staff. Observe lessons, give constructive feedback, and ensure effective classroom management. Promote teamwork by delegating tasks and fostering a collaborative department culture. Pupil Progress & Support: Maintain high academic standards, track student progress, and implement interventions where necessary. Support pupils with SEND needs, university applications (including Oxbridge & international options), and subject choices. Encourage a love for English and provide opportunities for enrichment beyond the classroom. Department Administration: Manage departmental policies, budgets, and inspections, ensuring readiness for reviews. Organise and document departmental meetings, reports, and external communications. Oversee textbooks, teaching spaces, and maintain the department's online presence. THE IDEAL CANDIDATE WILL HAVE: The ability to inspire others and lead by example. Outstanding subject knowledge, academic qualifications and be able to communicate their enthusiasm. The ability to deliver dynamic and effective lessons to the full ability range of pupils at the School. Some experience of successful management of or within an academic department. Highly effective communication skills for dealing with all members of the School community. A commitment to pastoral care and the welfare and safeguarding of pupils. Interests and abilities that can enhance the School's co-curricular programme. Excellent inter-personal skills. Excellent administrative, organisational and IT skills. The ability to teach English to A Level A standard. We are planning to introduce A Level English Language from September 2025, so experience of this curriculum would be an advantage (but is not a necessity). SAFEGUARDING STATEMENT: Inspired Education Group is committed to safeguarding and promoting the welfare of children and young people and expects all staff, volunteers and other third parties to share this commitment. Safer recruitment practices and pre-employment background checks will be undertaken before any appointment is confirmed.
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 14, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 13, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 13, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
